Interact to see
Advertisement
Advertisement
BVSIX vs RMFEX
BVSIX vs RMFEX Comparison
Open Charts BVSIX vs RMFEX
Baywood Socially Responsible Instl
Price$18.02
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets24.99M
American Funds American Mutual R4
Price$60.78
Change-$0.07 (-0.12%)
VolumeN/A
Net Assets109.46B
BVSIX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BVSIX vs. RMFEX commentary
Sep 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BVSIX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. BVSIX (25M). RMFEX pays higher dividends than BVSIX: RMFEX (1.49) vs BVSIX (1.28). BVSIX was incepted earlier than RMFEX: BVSIX (21 years) vs RMFEX (23 years). BVSIX (3.03) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. BVSIX (23.00). RMFEX has a lower initial minimum investment than BVSIX: RMFEX (250) vs BVSIX (5000). RMFEX (8.06) and BVSIX (7.78) have marching annual gain over last year. BVSIX return over 5 years is better than : 87.41 vs. RMFEX (58.84).
| BVSIX | RMFEX | BVSIX / RMFEX | |
| Total Expense Ratio | 0.89 | 0.62 | 144% |
| Annual Report Gross Expense Ratio | 3.03 | 0.62 | 489% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 7.715 | 11.638 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25M | 109B | 0% |
| Annual Yield % from dividends | 1.28 | 1.49 | 86% |
| Returns for 1 year | 7.78 | 8.06 | 97% |
| Returns for 3 years | 32.62 | 33.39 | 98% |
| Returns for 5 years | 87.41 | 58.84 | 149% |
| Returns for 10 years | 100.19 | 98.59 | 102% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers